BIG
FFC

Bellwether Investment Group’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Bellwether Investment Group’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-255
Closed -$5K – 255
2017
Q1 		$5K Hold
255
– – 0.01% 617
2016
Q4 		$5K Buy
+255
New +$5K ﹤0.01% 782
2016
Q2 		$6K Buy
+255
New +$5.31K 0.01% 474

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bellwether Investment Group's FFC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2017, closing a stake of 255 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in FFC in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2016. 67 funds tracked by Wall St. Rank hold FFC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 255 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $6K in Q2 2016.
  • 67 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.